How to filter customers
How do I filter customers?
This article explains how to filter your customer contacts list in Flownally. Follow these steps to apply specific filters on your contact list. This helps you narrow down your customer view quickly.
In this article, you will learn how to
- Apply filter conditions.
- Resolve display issues with filtered search results.
Before you start
Before filtering customers, make sure you have:
- At least one existing contact profile in Flownally.
- Specific criteria or tags ready to apply to your search.
How to filter customers
- Log in to your Flownally workspace.
- Go to the Contacts tab.
- Click Add filter.
- Choose a filter, such as Tags, Status or Custom fields, and select the values that describe the customers you want to see on the list.
- The contact list updates based on the applied filters. Each filter appears next to the search field, and Clear filters removes them all.
Important: Filters are temporary and reset when you navigate away from the page unless you save them as a segment.
What happens after filtering customers?
After customers are filtered, your contact list updates immediately to display only matching customer profiles. You can review their details, perform bulk actions, or save the search as a reusable customer segment.
Troubleshooting
No contacts found
This occurs because the combined criteria are too restrictive. You need to clear some filter options to show results.
Filters do not apply
This happens due to a temporary page loading delay. You must refresh your browser window and select the filter again.